Setting up a CASH payment option

Summary

The following Help Center article will assist you in the creation of your cash payment option. It will detail the different fields available and how they can be setup.

Table of contents:

Creating a payment option

Basic Field of a payment option:

Fields specific for a Cash payment option

Finalizing the Payment Option

Creating a payment option

All payment options can be created from:

• Control > Pricing and Payment > Payment Options

To add a new payment option:

• Navigate to the Payment Options window.
• Click + Add Payment Option in the top-right corner.

Basic Field of a payment option:

From there, the following options will appear. These options stay consistent through all the payment types selected:

• Title: This title will appear in the payment tab for your project as well as the displayed title within the proposal for your customer to know the payment option presented to them
• Type: This field allows you to select the type of payment option you are creating and we will review each type and their fields below
• Auto-Apply: This toggle allows you to choose if you want this payment option to automatically apply to all your projects. It's important to have at least one payment option automatically added to all your projects to ensure calculations can fully completed.
• Description: An optional description of the payment option
• Payment milestones: This toggle enabled you to set up the milestones in which your customer can pay their total system price. When enabled, the following options will become available:
  • Milestone title: This is the title that will be displayed to your customer within the proposal. 
  • Milestone Description: An optional short description of what this milestone is for which will also be displayed in the proposal:
  • Milestone Amount %: The percentage of the total price this milestone will be for
  • Milestone min: The minimum this milestone can be for. This is often used in combination with milestone %. For example, let's say the percentage was 10% but you do not want this 10% to be less than 1,000 you would stay at the 1,000in the min section to ensure the 10% is nevel below the 1,000 threshold
  • Milestone max: Just like the min, you can also establish a maximum for the milestone. If we use the same 10% example, let's say you never want that 10% to be more than 1,500, you can use the max field to state this information
  • Add additional milestones: This button allows you to add more milestones to your setup. By default when toggling on the milestone option, two milestones will be added. 

• Advanced Settings: The advanced setting section has many functionalities to further customize your payment option. These options include:
  • Utility rate override: This override will change the selected tariff stated in the energy tab of the project and will use the tariff stated here instead.
  • Priority: The priority field will determine in the order the payment option will display.
  • Collect signature: By default, this is checked on. It means a signature will be collected at the time of proposal acceptance.
  • Make standard system price consistent: By default, in OpenSolar, all system options show one standard price. You can toggle this off, to show individual pricing for each payment option
  • Auto-discount excess dealer dee: As established above, by default OpenSolar shows one standard system price. Because not all pricing amounts to the same, we then show a discount line which is nothing more than the difference between the most expensive payment option and the one you are looking at. This discount function can be turned off by toggling off this field
  • Supplementary terms & conditions: any terms and conditions that you want to add only when using this payment option.
  • Archive (hide component): once a payment option has been associated with a project, the system will not allow for it to be deleted to ensure information from the projects is not deleted. Because of this, you have the option to toggle on the "Archive" functionality which will remove the payment option from the active list but still keep intact the information on the projects this was used on.

Fields specific for a Cash payment option:

• Deposit %: Enter the percentage of the total system price that the customer must pay upfront.

• Deposit Minimum and Maximum Deposit: Set a minimum and maximum deposit amount, if applicable.

Finalizing the Payment Option

After configuring all relevant fields, click Save to complete the setup.